+22.5%
KORU vs KMX
+35.0%
-12.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.3% | -8.6% | -7.1% |
| 7D | -24.3% | +2.1% | -26.4% | -25.7% |
| 30D | -54.2% | +0.5% | -54.7% | -55.0% |
| 3M | -45.4% | -4.1% | -41.3% | -44.7% |
| 6M | -66.5% | +49.5% | -116.0% | -73.2% |
| YTD | +14.9% | +42.7% | -27.8% | -8.8% |
| 1Y | +22.5% | +35.3% | -12.8% | -2.2% |
| All | +22.5% | +35.0% | -12.4% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded KMX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling